Cloud storage integrations

Sync your records in Attio with files stored in the cloud.

Table of Contents

Sync your records in Attio with files and folders stored in the cloud. Attio currently supports Dropbox, Google Drive, Box, and OneDrive.

Sync your cloud storage

  • Click on your workspace name, and from the dropdown choose Account Settings.

  • Click Storage accounts in the sidebar.

  • Choose your cloud storage provider and grant Attio access.

To remove a storage account, click the three dots to the right of the connected account and click Remove. Removing access will remove linked files and folders from records.

Add synced folders to records

  • Head to the Files tab of the record where you'd like to add synced files.

  • Click the icon and select your storage provider from the dropdown.

  • Linked folders are only visible to you plus those with access in the cloud storage provider (once they've synced their accounts with Attio).

  • Click the icon beside a file to download, rename, or delete it.

  • Click the icon beside a folder to rename, upload a file, create a subfolder, unlink, or delete it.